Compare
The modern stack, in one tool.
Why advisors move off a pile of static tools and onto WealthLens. Same job, far less friction.
The old stack
- High friction. Half an hour to build one strategy.
- Static files. Hard to read on a phone.
- Expensive. Several subscriptions to cover the gaps.
Recommended
WealthLens
- Fast. A full strategy in about a minute.
- Interactive. Works on any phone, the client adjusts it live.
- All in one. Every loan strategy under one plan.
| What matters | The old stack | WealthLens |
|---|---|---|
| Time to build a strategy | 30 to 45 minutes | About sixty seconds |
| On a phone | A PDF you pinch and zoom | Made for the screen it opens on |
| Client interaction | Static. They read it once. | They move the numbers in the Sandbox |
| AI help | None. You type every field. | Co-pilots draft and check the plan |
| Loan types | One tool per product | Five strategies in one file |
| What it costs | Three or four subscriptions | One plan from $99 a month |
| Whose brand is on it | The vendor, sometimes | Yours, every time |
Comparing a specific tool?
WealthLens vs Mortgage Coach
Build time, pricing, integrations, and whose brand the client sees. Facts first.
Mortgage Coach alternatives
The accurate 2026 list, with real published pricing and honest fit notes for each tool.
Mortgage Coach pricing
What the published plans cost, what the enterprise tier gates, and the WealthLens math.
WealthLens vs Homebot
Different jobs: retention digests for the database vs point-of-sale strategy for the live deal.
New to the category? Start with the buyer's guide to mortgage presentation software or learn what a total cost analysis is.
See the difference for yourself.
Or see the product first.
